BIM

Barton Investment Management Portfolio holdings

AUM $982M
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.63M
3
+$900K
4
SHOP icon
Shopify
SHOP
+$873K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$847K

Top Sells

1
+$1.18M
2
+$802K
3
+$677K
4
QCOM icon
Qualcomm
QCOM
+$419K
5
EBAY icon
eBay
EBAY
+$330K

Sector Composition

1 Communication Services 33.41%
2 Industrials 20.83%
3 Consumer Discretionary 13.76%
4 Real Estate 11.85%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$619K 0.21%
9,828
27
$552K 0.19%
19,540
28
$540K 0.18%
4,275
29
$458K 0.15%
5,200
30
$446K 0.15%
11,375
31
$427K 0.14%
3,280
-300
32
$426K 0.14%
6,740
33
$422K 0.14%
6,218
-668
34
$380K 0.13%
8,994
35
$380K 0.13%
8,600
-875
36
$347K 0.12%
3,200
37
$346K 0.12%
15,000
-4,000
38
$296K 0.1%
4,000
39
$294K 0.1%
9,170
40
$214K 0.07%
2,088
41
$201K 0.07%
1,200
42
$200K 0.07%
1,300
43
$16K 0.01%
28,371
44
– –
-14,104
45
– –
-18,000
46
– –
-191,295
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